See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,133 | $100,773-51.2% | $88,946-44.8% | $142,382-65.5% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 16.88% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,309 | $2,918+13.4% | $2,555+29.5% | $4,299-23.0% |
| Participant deferral / active EE | $5,975 | $5,230+14.2% | $4,581+30.4% | $6,507-8.2% |
| Admin fee / account holder | $11,474 | $9,693+18.4% | $8,261+38.9% | $12,624-9.1% |